17. Reports
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17. Reports
Verified against: Medusa admin dashboard 2.18.0 sidebar structure (already confirmed in
[Section 2]/02-admin-dashboard/#dashboard-overview), plus order-export and product-export
routes (source-read directly).
STATUS: Planned / Not yet implemented as a dedicated reports feature. There is no sales/inventory/financial reporting screen anywhere in this admin — already established in [Section 2]/02-admin-dashboard/#reports. This section covers what real data-extraction tools do exist, so staff isn’t left with nothing.
What the original brief wants vs. what exists
| Brief report | Real support |
|---|---|
| Daily/Monthly sales, Product sales, Category sales | Not implemented. No aggregation screen exists |
| Order count, Order status, Cancelled/Returned orders | Countable manually from the Orders list (filterable/sortable — see [Section 8]/08-order-management/), or via CSV export (below) |
| Current stock, Low stock, Stock movement, Stock valuation | Current stock is visible on the Inventory list ([Section 5]/05-inventory-management/); low stock, movement history, and valuation are not implemented — no cost field exists anywhere in the system (confirmed in [Section 3]/03-product-management/#pricing), so “valuation” isn’t even calculable today |
| Customer count, Repeat customers, Order history | Order history exists per-customer ([Section 10]/10-customer-management/); count/repeat-customer aggregation is not implemented |
| Revenue, Discounts, Refunds, Taxes, Net sales | Not implemented as a report. Individual figures exist per-order (see [Section 8]/08-order-management/ and [Section 16]/16-invoicing/) but nothing totals them across a date range |
Real tools that exist today
Two genuinely useful, real capabilities — found by reading the dashboard source, not assumed from “Medusa usually has this”:
- Orders → Export — exports the order list to a CSV file, respecting whatever filters are applied on the list first. Runs asynchronously; you’re notified when it’s ready.
- Products → Export — same CSV export pattern for the product list, with customizable columns (“Customize the exported data to meet specific needs” — the admin’s own wording).
INFO: There is no equivalent export for Inventory or Customers — confirmed by checking directly; only Orders and Products have this feature.
Practical workaround until real reports exist
For any of the brief’s report types, the realistic path today is:
- Export Orders (and/or Products) to CSV, with the right date-range filter applied first.
- Build the actual report (totals, trends, valuation, etc.) in a spreadsheet outside the admin.
This is manual, not self-updating — there is no scheduled/automatic export.
Distinguishing calculated metrics from accounting/legal reports
Per the original brief’s own caution: even once a report exists, anything derived from GST totals or invoice data should not be treated as an accounting/tax filing document without review — see the legal note already established in [Section 16]/16-invoicing/#system-capability-vs-businesslegal-configuration. A spreadsheet built from an order export is a working tool, not a substitute for real bookkeeping.
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